Thames Asset Management provides investment advice to pension and profit sharing trusts, as well as institutional and individual clients. They offer separate, managed accounts with ongoing advice. The firm tailors its services to each client's needs by using questionnaires and discussions to determine their comfort level with risk. The president is also a practicing Certified Public Accountant.
Assets Under Management$42M
Clients65
Advisors1
Avg. per Client$640K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.15% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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